Drive Revenue Growth in Financial Technology
As an Account Executive, you'll lead new business development within major Registered Investment Advisors, Multi-Family Offices, and Private Banks. You'll design and execute targeted sales strategies to expand our footprint in the wealth management sector, focusing on long-term client success and recurring revenue growth.
What You'll Do
- Create and manage a strategic sales approach for a defined set of high-value accounts
- Identify and qualify leads, guiding them through the full sales cycle
- Build trusted relationships with decision-makers through proactive outreach and consultative engagement
- Conduct product demonstrations and articulate technical value to sophisticated buyers
- Travel regularly to client and prospect locations, industry events, and meetings within your region
What We're Looking For
- Minimum of four years in software sales, with a focus on SaaS solutions
- Proven success selling to financial services organizations, particularly wealth management firms
- Consistent history of meeting or exceeding sales targets
- Proficiency with Salesforce CRM and web conferencing platforms like Zoom
- Strong communication, presentation, and negotiation abilities
- Ability to thrive in a fast-moving, collaborative environment
- Authorization to work in the U.S. without sponsorship
Preferred Background
- Bachelor's degree
Work Environment
This role operates in a hybrid model with team presence in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, or São Paulo. Expect 40–50% travel to support client engagement, adjusted as needed during public health considerations.
Compensation & Benefits
- Base salary: $108,000 – $135,000
- Performance-based bonus
- Equity participation
- Comprehensive benefits package
- Commitment to inclusion, accessibility, and belonging
Our Culture
We value ownership, collaboration, and innovation. Team members are expected to act with purpose, build solutions together, champion client outcomes, and continuously learn. We foster a diverse, inclusive environment where everyone contributes to shaping the future of financial technology.
